See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,087 | $73,933-18.7% | $96,683-37.9% | $75,163-20.1% |
| Participation rate | 71.1% | 66.4%+4.6pp | 74.3%-3.3pp | 67.2%+3.9pp |
| Annual return | 9.65% | 26.70%-17.1pp | 35.69%-26.0pp | 160.62%-151.0pp |
| Employer contribution / active EE | $11,609 | $2,928+296.5% | $3,737+210.7% | $2,670+334.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $11,703 | $5,216+124.4% | $6,730+73.9% | $5,651+107.1% |